Financial Advisor in Phoenix (Ahwatukee)
Financial Planning Built Around Your Life, Not Just Your Portfolio
You’ve worked hard to build what you have.
But financial success isn’t simply about accumulating more. It’s about knowing what your money is for, and having a strategy designed to help you use it to build the life you actually want.
Unique Investment Advisors is a woman-owned Registered Investment Advisor located in Ahwatukee, Phoenix. We work with individuals, families, physicians, high-income professionals and business owners who want more clarity and purpose behind their financial decisions.
Our approach brings together financial planning, evidence-based investing, investor coaching and education.
Because money is the tool.
Freedom is the goal.
What Do You Want Your Money to Make Possible?
Financial planning often begins with numbers.
We prefer to begin with questions.
When would you like work to become optional?
What experiences do you want while you have the time and health to enjoy them?
What do you want to provide for the people you love?
What does financial freedom actually look like to you?
And perhaps the biggest question:
How much is enough?
Once we understand where you want to go, we can begin building a strategy around getting there.
Depending on your individual needs, that may include:
• Financial planning
• Investment management
• Retirement planning
• Retirement income strategies
• Tax-aware planning
• Roth conversion considerations
• Social Security planning
• Required minimum distribution planning
• Medicare and IRMAA considerations
• Estate planning coordination
• Insurance and risk management
• Business planning
• Investor education and coaching
Your investments matter.
But they’re only one part of your financial life.
Approaching Retirement Changes the Questions
For years, the formula may have seemed fairly straightforward:
Work. Save. Invest. Repeat.
Then retirement gets closer, and the questions become different.
Do I have enough?
When can I afford to retire?
How much can I comfortably spend?
When should I take Social Security?
Should I consider Roth conversions?
Could my income affect my Medicare premiums?
Which accounts should I draw from first?
What happens if retirement lasts 30 years?
These decisions don’t exist independently. Decisions about investments, withdrawals, taxes, Social Security and Medicare can affect one another for years to come.
That’s why we believe retirement planning should look beyond simply reaching a target number.
The goal is to create a strategy for the life that comes after your last paycheck, one that allows you to use what you’ve accumulated with greater confidence.
Investing Without Trying to Predict the Future
No one knows with certainty what the market will do tomorrow.
Neither do we.
We don’t believe a successful investment strategy should depend upon someone’s ability to predict the future.
Our investment philosophy is informed by decades of financial-market research and academic scholarship. We emphasize principles such as diversification, discipline and a long-term perspective rather than speculation and trying to predict the market’s next move.
But even a thoughtfully designed portfolio can be undermined by poor decisions at the wrong time.
Markets fall.
Headlines become frightening.
Predictions sound convincing.
And emotions can take over.
That’s why investor coaching and education are an important part of our approach.
We want our clients to understand not only what they own, but why they own it.
Because sometimes one of the most valuable things an advisor can do isn’t predict what happens next.
It’s help you avoid abandoning a sound strategy when uncertainty inevitably arrives.
Why Unique?
Purpose Before Portfolio
Before asking what investments you should own, we want to understand what you’re trying to accomplish.
Your portfolio should serve your life, not become your life.
A Fiduciary Relationship
As fiduciary financial advisors, we are committed to putting our clients’ interests first when providing investment advice.
Evidence-Based Investing
Our investment philosophy emphasizes financial science, diversification and discipline rather than speculation or market predictions.
Investor Coaching & Education
We don’t simply want clients to follow recommendations. We want them to understand the principles behind the decisions they’re making.
Woman-Owned. Boutique by Design.
Founded by Angela Ashley, Unique Investment Advisors is a woman-owned financial advisory firm built around personal relationships, education and individualized guidance.
For some clients, working with a female financial advisor or woman-owned firm is important. For us, it’s part of our story, while the relationship we build with each client is what matters most.
Local When You Want It. Personal Wherever You Are.
Our office is located in Ahwatukee at:
9633 S. 48th Street, Suite 130
Phoenix, AZ 85044
We serve clients throughout the Phoenix metropolitan area and beyond.
Being able to meet with a financial advisor near you can be convenient. But proximity alone shouldn’t determine whom you trust with your financial future.
The better questions are:
Do they understand what matters to you?
Can they explain their investment philosophy?
Do you understand what you own and why?
Are the different parts of your financial life being considered together?
And will they be there to help you make thoughtful decisions when those decisions become difficult?
Those are the conversations we believe matter.
Questions We Hear Often
Do you work with physicians?
Yes. offer investing for physicians and other high-income professionals navigating wealth accumulation, investment decisions, retirement planning and the transition from a high income to financial independence.
Do you provide retirement planning?
Yes. Depending on your circumstances, retirement planning may address investments, income needs, Social Security, Roth conversions, required minimum distributions, Medicare considerations, taxes and other financial decisions.
Is Unique Investment Advisors woman-owned?
Yes. Unique Investment Advisors is a woman-owned financial advisory firm founded by Angela Ashley.
Where are you located?
Our office is located in Ahwatukee at 9633 S. 48th Street, Suite 130, Phoenix, Arizona 85044.
Do I need to live in Ahwatukee to work with you?
No. While our office is located in Ahwatukee, we work with clients throughout the Phoenix area and beyond.
How do I know if I have enough money to retire?
There isn’t one retirement number that applies to everyone.
Your answer depends on the life you want to live, your spending, retirement age, income sources, taxes, healthcare expenses, investments, longevity and the legacy you hope to leave.
Which is why we think the better question isn’t simply:
“How much money do I need?”
It’s:
“What do I want my money to allow me to do?”
What Is All of This For?
Maybe you’re approaching retirement and wondering whether you finally have enough.
Maybe you’re a physician wondering how many more years you really need to work.
Maybe you’ve accumulated more wealth than you ever expected, but still don’t feel financially free.
Or maybe you simply want a financial advisor who sees something more than an account balance when you walk through the door.
You’ve spent years building your wealth.
Now comes the more important question:
What do you want it to make possible?
Money is the tool. Freedom is the goal.
Unique Investment Advisors, LLC
9633 S. 48th Street, Suite 130
Phoenix, AZ 85044
480-805-0970
For informational purposes only. This is not an investment advice. Investing involves risk, including possible loss of principal.
